Symphony Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-71,374
| Closed | -$542K | – | 426 |
|
|
2015
Q4 | $542K | Sell |
71,374
-34,353
| -32% | -$261K | 0.06% | 274 |
|
|
2015
Q3 | $806K | Buy |
105,727
+17,597
| +20% | +$134K | 0.1% | 226 |
|
|
2015
Q2 | $783K | Sell |
88,130
-7,191
| -8% | -$63.9K | 0.1% | 207 |
|
|
2015
Q1 | $738K | Buy |
+95,321
| New | +$738K | 0.09% | 228 |
|
|
2014
Q1 | – | Sell |
-50,370
| Closed | -$528K | – | 451 |
|
|
2013
Q4 | $528K | Buy |
+50,370
| New | +$528K | 0.04% | 258 |
|